Job Summary: We are seeking an experienced and relationship‑driven Wealth Advisor to deliver comprehensive financial guidance to high‑net‑worth individuals and multi‑generational families. This role blends strategic financial planning, investment management, and deep personal engagement to help clients preserve, grow, and transfer wealth with confidence. The ideal candidate brings technical expertise, emotional intelligence, and a commitment to exceptional client service.
Key Responsibilities
Client Relationship Management
- Serve as the primary advisor to a portfolio of HNW clients, building long‑term, trust‑based relationships.
- Conduct ongoing discovery to understand clients’ goals, values, family dynamics, and evolving financial needs.
- Lead regular review meetings, ensuring clients remain informed and confident in their financial strategy.
Financial Planning & Advisory
Develop and implement customized, holistic financial plans covering:
- Investment strategy and asset allocation
- Retirement planning
- Tax‑efficient wealth strategies
- Estate and legacy planning
- Risk management and insurance needs
- Philanthropic and charitable giving strategies
- Collaborate with internal specialists and external partners (CPAs, attorneys, estate planners) to deliver integrated solutions.
Investment Management
- Construct and monitor tailored investment portfolios aligned with clients’ objectives, risk tolerance, and time horizons.
- Provide ongoing portfolio analysis, performance reporting, and strategic recommendations.
- Stay informed on market trends, economic conditions, and investment opportunities relevant to HNW clients.
Client Service & Operational Excellence
- Ensure timely and accurate execution of client requests, transactions, and documentation.
- Maintain meticulous records and adhere to compliance, regulatory, and fiduciary standards.
- Partner with client service associates to deliver a seamless, high‑touch client experience.
Qualifications
- Bachelor’s degree in finance, economics, business, or related field; advanced degree preferred.
- Professional designations are strongly preferred (CFP®, CFA®, CPWA®, ChFC®, or similar).
- 5-10+ years of experience advising high‑net‑worth clients within wealth management, private banking, or financial planning.
- Deep knowledge of investment strategies, tax‑efficient planning, estate planning concepts, and multi‑generational wealth issues.
- Exceptional communication, interpersonal, and relationship‑building skills.
- Proven ability to manage complex client situations with discretion, empathy, and professionalism.
Success Traits
- High emotional intelligence and ability to navigate sensitive family dynamics.
- Strategic thinker with strong analytical and problem‑solving skills.
- Proactive, detail‑oriented, and committed to delivering exceptional client service.
- Comfortable working with affluent clients who expect discretion, sophistication, and responsiveness.
With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Our Core Values:
- Trust: We earn and uphold confidence by acting in the best interests of those we serve.
- Integrity: We choose the difficult right over the easy wrong.
- Respect: We value and seek understanding among different perspectives.
- Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
- Commitment: We are unwavering in our dedication to exceeding expectations.
